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Cresset’s Eric Becker On Serving the Ultra-High-Net-Worth, a 100-Year Multi-Family Office Vision, and Business Execution

Eric Becker discusses Cresset's origin story and explains how he and his co-founder methodically built the firm.

2023-11-21T13:54:13-06:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Podcast|Comments Off on Cresset’s Eric Becker On Serving the Ultra-High-Net-Worth, a 100-Year Multi-Family Office Vision, and Business Execution

Tobias Dengel on How Voice Tech Will Revolutionize Work, Life, and Financial Services

Tobias Dengel and I discuss what advisors should be thinking about as they prepare for the voice tech revolution.

2023-11-08T09:10:26-06:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Tobias Dengel on How Voice Tech Will Revolutionize Work, Life, and Financial Services

Fidelity’s Andrew Brzezinski on Practical AI Applications for Advisors and Prepping for the Future

Andrew Brzezinski on generative AI, overcoming the barriers to adopting AI, key risks and ethical considerations, and the future of AI.

2023-10-24T11:53:58-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Fidelity’s Andrew Brzezinski on Practical AI Applications for Advisors and Prepping for the Future

Saundra Davis On Money, Meaning, Self-Discovery, and Financial Coaching

Saundra Davis and I discuss how curiosity, learning, mastery, and growing can create more meaningful relationships with your clients.

2023-10-10T11:31:59-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Saundra Davis On Money, Meaning, Self-Discovery, and Financial Coaching

Tom Morgan on Curiosity, the Hero’s Journey, and Following Your Bliss

Tom Morgan discusses curiosity, right-hemisphere thinking, and the need for transformation in the world and in financial services.

2023-09-27T10:47:24-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Tom Morgan on Curiosity, the Hero’s Journey, and Following Your Bliss

Age Wave’s Ken Dychtwald on Radical Curiosity and How Boomers are Reshaping Retirement

Ken Dychtwald and I discuss how the rules of retirement are being rewritten and the implications for financial advisors.

2023-09-13T06:29:30-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Age Wave’s Ken Dychtwald on Radical Curiosity and How Boomers are Reshaping Retirement

Matt Crow on the RIA M&A Playbook and What’s Really Driving Deals

Matt Crow surveys the state of M&A including how deal structures are evolving and why RIA consolidation might just be getting started.

2023-08-29T13:42:27-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Matt Crow on the RIA M&A Playbook and What’s Really Driving Deals

Alex Miele on Adding New Clients Through “Sphere of Influence” Marketing

Alex Miele of The Andriole Group discusses the "sphere of influence" referral program that generates 90% of her firm's new business.

2023-08-21T16:29:15-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Alex Miele on Adding New Clients Through “Sphere of Influence” Marketing

Sammy Azzouz on Driving Organic Growth and Mastering a Tricky CEO Transition

Sammy Azzouz discusses how Heritage Financial has grown to about $2 billion in AUM -- with no acquisitions.

2023-08-03T08:18:46-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Sammy Azzouz on Driving Organic Growth and Mastering a Tricky CEO Transition

Matt Somberg on The Art and Science of Scaling to $2 Billion in AUM

Matt Somberg explains the vision and quality of service that attracts 50 - 100 new clients per year with almost no marketing.

2023-06-27T22:07:03-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Matt Somberg on The Art and Science of Scaling to $2 Billion in AUM